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Robb Dietrich, senior director of major and planned gifts at Lycoming College, has earned the Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services. The CAP® program provides the knowledge and tools needed by professionals in the nonprofit and financial services fields in order to help clients reach their charitable giving objectives and also meet their estate planning and wealth management goals.
Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Richard D. Irwin Graduate School and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools that include charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. More than 1,400 individuals have been awarded the CAP® designation since its inception in 2003.
CAP® graduates are uniquely qualified to bring together gift planners and well-chosen advisors in the common purpose to help wealthy families create inspired legacy plans. In addition, professionals who have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.
Dietrich has served more than 20 years in higher education or non-profit fundraising with Lycoming College, Lycoming County United Way, and Penn College, serving in his current role since 2017. He earned his bachelor’s degree in business administration from Westminster College and an MBA from Penn State. He is a board member at Camp Susque, the immediate past president of Planned Giving Council of Central PA, and volunteers as a youth soccer coach with FC Montour.
“I have the privilege everyday of working with alumni and friends of Lycoming College who are extraordinary in their generosity. They are sincere in their determination to impact their communities and the world in a positive way through their philanthropy,” said Dietrich. “I have an obligation in my position to help them maximize that impact. The knowledge and skills I learned while earning the CAP® designation will enable me to help individuals and families discover their charitable passion, integrate their philanthropic goals with their personal financial and estate plans, and determine the best strategies for making those goals a reality.”
About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu.